Brooks Barks
Wealth Advisor Financial Planner Portfolio Manager @Bmo Nesbitt Burns
Saskatoon, SK, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2009 — Present
Wealth Advisor Financial Planner Portfolio Manager @Bmo Nesbitt Burns
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My team and I provide our clients advice in: Investment Management Financial Planning Life & Estate Planning Taxation Reduction With our team and through our network of professional contacts we are able to assist our clients with all of their life and business planning needs, either directly or through our partners.
SKILLS
InsurancePortfolio ManagementFinancial PlanningRisk ManagementFinancial AdvisoryTradingInvestment AdvisoryInvestmentsMutual FundsRetirement PlanningSecuritiesStrategic Financial PlanningInvestment StrategiesWealthEstate PlanningAsset ManagementRetirementOptionsWealth ManagementEquitiesAsset AllocationSmall Business
ABOUT BROOKS BARKS
Our team provides our clients with full service financial planning and discretionary…
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